非银:OpenAI全栈发力,AI生态不断完善

格隆汇
Oct 10

本文来自格隆汇专栏:国泰海通证券研究,作者:靳毅报告导读:OpenAI与英伟达、AMD达成10吉瓦、6吉瓦算力合作,AI全栈发展,生态趋完善;Sora2AI生成,强化现实世界反馈。投资建议:AI在证券投研及投顾、银行信贷和营销渠道、保险代理人赋能、小微商户点餐及营销、消费金融风控及客服等场景逐步落地,未来空间广阔。1)看好券商行业智能投研、智能投顾的发展前景,推荐推出垂类模型及相关产品的头部公司。...

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